Institutional Ownership Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS). We have compiled data on the 1,523 institutions that hold shares in the stock, with a total of 142 Million shares, which have been reported (via 13F filing form) to have a value of $16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Wealth Partners, LLC
|
Apr 21, 2025 Q1 2025 |
1,812
shares
|
$204,303
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
1,774
shares
|
$200,018
0.07% of portfolio
|
Q3 2024
Added 47.83%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
May 06, 2025 Q1 2025 |
1,770
shares
|
$199,567
0.0% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
1,747
shares
|
$196,974
0.04% of portfolio
|
Q2 2024
Added 11.34%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
1,707
shares
|
$192,464
0.03% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
1,685
shares
|
$189,983
0.48% of portfolio
|
Q2 2022
New holding
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
1,631
shares
|
$183,895
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
1,628
shares
|
$183,557
0.02% of portfolio
|
Q4 2023
Reduced 38.05%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
1,617
shares
|
$182,316
0.1% of portfolio
|
Q1 2025
Added 8.02%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,604
shares
|
$180,851
0.1% of portfolio
|
Q2 2022
Reduced 12.11%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
1,578
shares
|
$177,919
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
1,578
shares
|
$177,919
0.05% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
May 13, 2025 Q1 2025 |
1,551
shares
|
$174,875
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
1,505
shares
|
$169,688
0.01% of portfolio
|
Q3 2023
Reduced 10.68%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
1,502
shares
|
$169,350
0.02% of portfolio
|
Q4 2024
Added 199.2%
|
|
|
Avalon Trust CO
Santa Fe, NM |
May 09, 2025 Q1 2025 |
1,500
shares
|
$169,125
0.01% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
May 15, 2025 Q1 2025 |
1,493
shares
|
$168,335
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
1,482
shares
|
$167,095
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
1,479
shares
|
$166,757
0.1% of portfolio
|
Q3 2021
Reduced 6.33%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
1,456
shares
|
$164,164
0.03% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
1,441
shares
|
$162,472
0.06% of portfolio
|
Q3 2024
Reduced 16.99%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,435
shares
|
$161,796
0.03% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Piscataqua Savings Bank
|
Apr 11, 2025 Q1 2025 |
1,429
shares
|
$161,119
0.15% of portfolio
|
Q2 2024
Reduced 2.06%
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
1,412
shares
|
$159,203
0.01% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
1,371
shares
|
$154,580
0.02% of portfolio
|
Q1 2025
Reduced 5.06%
|